![image01.jpg]](https://vault.revgravy.com/hs-fs/hubfs/image01.jpg?height=47&name=image01.jpg){kind=small}
What this automation does
After every client meeting where Fellow.ai is present, this automation detects the meeting has ended, generates a draft recap email, and posts it to the architect in Slack.
Trigger
|
When it fires |
Fellow.ai sends a webhook to Make.com when a meeting's AI notes are ready (typically 15–30 minutes after the meeting ends). Make.com catches this and begins the recap draft sequence. |
Step-by-step flow
|
Step |
Tool |
What happens |
|
1. Fellow webhook received |
Fellow.ai → Make.com |
Fellow sends meeting data: title, date, attendees, summary, action items, decisions |
|
2. Validate attendance |
Make.com |
Checks if at least one participant joined. If the meeting had no attendees (client no-show), the sequence STOPS — no recap is generated. |
|
3. Search for Existing Meeting Name |
Google Sheet |
Make.com looks up the Meeting Name on Google Sheets to get needed data like Slack Channel, Architect, Company Name and so. |
|
4. Fetch cycle planner link |
Make.com |
Retrieves the current cycle planner Google Doc link from the deal record |
|
5. Generate recap draft |
Make.com AI |
Sends Fellow summary + action items + decisions → returns formatted recap email |
|
6. Post to Slack |
Slack |
Posts the draft to the architect: 'Recap draft for [Client] — review and send within 24 hours' |
Fellow.ai coverage gaps
Vannoppen and Nuance Medical do not use Fellow. Recap drafts DO NOT fire for these clients. Architects send recaps manually for these two clients.
Troubleshooting
|
Symptom |
Likely cause |
Fix |
|
No recap posted after meeting |
Fellow webhook failed, or client no-show guard triggered |
Check Make.com log — if no-show was not the cause, check Fellow.ai webhook settings |
|
Recap posted but wrong client |
Meeting title didn't match Google Sheet name |
Update meeting title to follow Customer Name / RevGravy - Bi-Weekly Meeting naming standard |
|
Action items incomplete |
Fellow AI didn't capture all items |
Architect adds manually — draft is a starting point, not a final output |